Adapt to Deliver Joe Duran’s Investing Life

Joe Duran’s journey from a childhood in Zimbabwe’s civil war, to growing United Capital to over $17 billion in assets, has given him a unique perspective on the future of the wealth management industry. In this Master Class interview, Joe’s epic personal story is entwined with his views on survival in an ever changing industry, with the central aim of helping his clients live rich. Filmed on February, 8, 2017 in Newport Beach.

This is amazing. Probably 2nd most eye opening moment of my path. My first was when I realized I was an Austrian economics follower and there were others like me. This, the 2nd, that there are others like me, who see the banality of using assumptions in conversing with and managing assets for individuals. They're used to dumb down the client and excuse mediocrity in managing assets. And bonus points, Joe and I were at SLU roughly the same time so I have bumped shoulders with him though I tried to deny my path to finance in every which way. I came out of school thinking exactly the same thing. Horrible preparation, and it just wasn't SLU, it's most business schools. If Joe sees this Dr. Tyree, Dr. Charlie James to bring back memories. Good for you buddy, glad to see found success.

@Alan S -
Joe’s point isn’t whether or not Life is “Fair” – his point is about the huge consequences of your outlook on that question, and the vastly better outcomes, for yourself and the other people you interact with, of adopting the ‘Yes’ answer. A very thought-provoking, uplifting message!

FWIW, I just watched it again. Didn't think I would so quickly as I felt I "got" it the first time and didn't want to invest another hour so soon on a "repeat". Well, I got even more out of it the second time and Joe's remark about the importance of re communicating an important thought or concept really hit home. My advice is to do yourself a favor and do rewatch it when you can. In the words of Grant, "Got it, Get it, Good.

Watched this several days ago, and have given it considerable thought. I'm sorry, but I question the statement that "life is fair". It is not. And we all know that. The comments posted here, finding no fault with such naivety, leaves me astonished at the pure group think that must prevail.

I can't remember hearing such truth in an extended conversation. And, since the conversation was largely about personal struggles and philosophy, I'm interested to see the "thumbs up" are far ahead. It supports the point that part of the reason people like RV is the authenticity coming through the interviews. Should RV create a conversation series about how to become successful as a human being since that seems to be a part of what viewers are responding to? BTW, you should know that handsome, well-dressed, smart men (in this case), with accents get a huge amount of initial goodwill from Americans in addition to undeserved IQ points. Us natives with troubled backgrounds are usually looked at askance in our prime earning years (unless one is from the ghetto and therefore a Horatio Alger story). Only now in my fifties and exhibiting outward signs of success am I credited with having a rich fabric of life. We are mostly sheep but I bet your viewership is largely made up of people who lose sleep over how to survive the slings and arrows, be authentic, stay kind and become a whole human being.

It amazing what a positive attitude and a high degree of integrity can accomplish. To bad he can not run for government because to many people will have the single goal of bringing him down. Really enjoyed the frankness and honesty of the interview.a breath of fresh air

"That thing" is your Adaptive Child (metaphor): the strategies and perspective of the world as you experienced it at age 11. You also have a "Functional Adult" (metaphor). Mental health is having an internal conversation in which the latter reassures the former that your Functional Adult's strategies are the better way to proceed.
Magnificent self-awareness by this inspirational man. And he appreciates his wife and family.

This was one of the best video i have ever come across about life and investing. Specially Mr. joe's life struggles and how he chose to see the positive side of the life in most testing times was fascinating.

"I deserve this." -- A huge upgrade to the "personal responsibility" mantra -- I absolutely love it. It recognizes there can be something else (karma? luck? serendipity? reputation?) that keeps us in check. And it begs the question: if one doesn't want what one deserves they must do something to deserve what they want.
The Einstein quote immediately reminded me of Milton's from Paradise Lost: "The mind is it's own place and in itself, can make a heaven of hell, a hell of heaven."

I'll have to check your Companies web site to see if your concentrating on teaching people how to use Risk Management or customers need to let your company do the Risk Management for them. Anyway I want to watch this video again so maybe it can help me move in a positive direction to where I want to go in life. Thanks

Having recently decided not to renew my work contract in the Financial services sector to pursue my passion in Financial advice-watching this video has been inspirational. The relentless phone calls and door knocking with key decision makers "liking you as an individual but ...". The idea of not looking at the experience from a victim mentality(believing the world is just and kind) meant a lot to me.
On second thought bring something like United Capital to Australia would be revolutionary considering the dodgy advice client's receive and domination by big banks.

Valuable and actionable insights and lessons for life in general let alone the financial world. What a great and inspirational guy he is. Thank you Real Vision for one of the best interviews I've seen.

Excellent stuff from a man with real gravitas and understanding. I will remember many gems from this interview for some time, especially the Einstein quote about our belief as to whether we live in a kind / hostile universe, and that a successful life is about making conscious choices. Much more to this interview than investing & finance.

Outstanding! I listened to this yesterday. This morning we watched it in our family orientation meeting. Although Joe and I do not share the same world/life perspective, I found much to absorb from his experiences and observations. I want my people to be great investors, not just in financial matters, but in life itself. There is power in faith and hope which can lead to positive results when founded upon transcendent truth. Thank you, Joe, Grant, Raoul and the RVTV crew!

Inspirational for sure. I'm going to show my children the first few bits of this interview. Everyone has choices, victimhood or adapting. It is a choice, period. He's living proof. This should be required watching for college students across America.

Grant, I spent some time trying to come up with the right word for this most excellent interview and the word I came up with is "Profound". Interestingly, the two given meanings of the word BOTH exactly fit this interview. Isn't it interesting how something as simple as getting to the essence of life and an elegant solution to an unsolved problem can warrant such a big complimentary word like "Profound"?
There are some RV parallels that just kind of jump out. And he REALLY sincerely doesn't think we are going to listen to every last bit of it? I think he has under estimated we RV'ers.

Excellent. A Master Class with two Masters. Just what a Master Class should be. I used a bookmark so I can watch several times later. Mt. Duran works hard to develop win/win outcomes for clients, employees, investors, etc. He starts with a win for his client. Very rare. DLS

Wow, what an amazing and profound story/life! Thank you so much for bringing such a wonderful experience to us. I am so glad good karma came into his life, he definitely deserved it.
And NOT to get into politics, but we need more of these kind of individuals as immigrants to America - to make our country more resilient and strong and GOOD!

What a fascinating story & I have found that children of abuse always doubt themselves no matter how much they achieve. The next time something goes wrong remember "Every adversity carries with it the seed of an equivalent benefit".

Personally, Joe's sharing of his life experiences and thoughts has had a profound impact on my thinking and has shown me some of my stuck beliefs. I can feel that I will be making different life choices as a result. My deep gratitude to you Joe